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Peter Tom Email & Phone Number

Cost Recovery Solutions | Property Tax Audits | Cost Segregation Studies | Credit Card Processing Audits at Peter Tom and Associates - Cost Recovery Solutions Group
Location: Greater Cleveland, United States 3 work roles 2 schools
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Current company
Peter Tom and Associates - Cost Recovery Solutions Group
Role
Cost Recovery Solutions | Property Tax Audits | Cost Segregation Studies | Credit Card Processing Audits
Location
Greater Cleveland, United States

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Peter Tom is listed as Cost Recovery Solutions | Property Tax Audits | Cost Segregation Studies | Credit Card Processing Audits at Peter Tom and Associates - Cost Recovery Solutions Group, based in Greater Cleveland, United States. AeroLeads shows a matched LinkedIn profile for Peter Tom.

Peter Tom previously worked as Owner at Peter Tom And Associates - Cost Recovery Solutions Group and Founder and Group Leader at Cleveland Westside Connections. Peter Tom holds M.B.A., Finance And Marketing from Columbia Business School.

Profile bio

About Peter Tom

Peter Tom is a financial professional cited in ABC, NBC, Fox, and CBS for his work in helping business owners and other professionals find better and safer solutions for retirement planning that allow for double digit growth but no losses and the ability to create tax fee income streams that people can’t outlive.Connect with me using → mymoneysafety@gmail.comIf you are not getting the results you want as you try to fund your retirement, schedule some time to chat by calling me at 440-384-2920 or book a complimentary consultation by going to my online calendar at www.meetme.so/petertom.About MeBusiness owners often tell me that they want to save more for retirement, but wish they had greater cash flow to save more. I have some creative and proven ways to accomplish this. I help you save money to create more cash flow so you can focus on growing your company.I can provide savings solutions for virtually every industry. My organization has helped thousands of companies reduce expenses and obtain large federal tax incentives that would otherwise go uncaptured. Our services are not limited to any single industry focus. In fact, over 90% of all businesses can benefit from one or more of our services.Learn how your company can save money on: Credit Card Processing, Employer Payroll Tax Incentives, Parcel Shipping, Property Owner Tax Incentives, Property Taxes, Waste and Recycling. Get an idea of how much you could have coming back to you by going to: http://www.costrecoveryforyou.comSpecialties:Cash Flow SavingsExpense ReductionsSpecialized Tax IncentivesTax-free IncomeTax-free RetirementWealth AccumulationInsurance PlanningLong Term Care PlanningLife InsuranceIRA AlternativesFinancial AdvisorFinancial SecurityRetirement Planning

Listed skills include Leadership, Retirement Planning, Sales, Strategic Planning, and 30 others.

Current workplace

Peter Tom's current company

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Peter Tom and Associates - Cost Recovery Solutions Group
Peter Tom And Associates - Cost Recovery Solutions Group
Cost Recovery Solutions | Property Tax Audits | Cost Segregation Studies | Credit Card Processing Audits
3 roles

Peter Tom work experience

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Owner

Current
Peter Tom And Associates - Cost Recovery Solutions Group

I help companies save money on their businesses so they have additional cash flow to invest back into their businesses. I lead a team of Consultants, Project Managers, Engineers, Intellectual Property Attorneys, and Expense Auditors who work together seamlessly to uncover Expense Reductions and Specialized Tax Incentives.Industries we have successfully helped companies greatly recover monies via Tax Incentives or Cost Reductions include: Hotels, Manufacturing, Funeral Homes, Medical Facilities, Restaurants, Golf Courses, Commercial Real Estate, Auto Dealerships, Software Developers, Construction, Architects and Engineering Firms, and Online Retailers. Specialized Tax Incentives Focus:Our team helps identify local, state, and federal tax incentives that are available for your business. On average, for a small to mid-size company, we’ve been able to identify over $200,000 in savingsCorporate Expense Reduction Focus:We utilize an 11 Point Analysis Process that identifies overcharges and billing errors in key expense areas such as Credit Card Merchant Processing, Parcel Shipping, Waste and Recycling, Property Taxes, and Workers Compensation Premiums. To get an idea of how much we could help your company recover in savings, visit my website:http://www.costrecoveryforyou.com

May 2016 - Present

Founder And Group Leader

Current
Cleveland Westside Connections

Cleveland Westside Connections was created several years ago to encourage networking and people helping people on the west side of Cleveland. Due to growth and demand, we've opened it up to all people in Northeast Ohio. . We’ve heard a lot about how networking via social media is an important part of how we network and meet people in our new digital age. However, I wanted to enhance that by keeping the personal human contact.Starting out from zero members, we have nearly 3,000 local members today and that number is rapidly growing. Members include professionals from all walks of life including business owners and CEO's of local companies. Our members are dedicated to helping others network locally for professional or personal reasons. As a new member joins, it’s my aim to personally get to know them and to introduce them to the group so that the process of getting connected other members is easier.Once you become a member, you will be able to attend upcoming networking events and be able to meet members live. These functions could be held as:• Social gatherings over food and drink just to mingle and have a good time• Educational sessions around a particular topic• Member sponsored gatherings at their locations – to help publicize their particular businesses while allowing for social interaction and networkingIf you can think of anyone you would like to invite to join our group, please personally invite them to join by going to the following link:www.linkedin.com/groups?gid=4116195&n=ClevelandWestsideConnectionsOr just send me an email to personally invite them at: mymoneysafety@gmail.comThanks for allowing me to introduce you to Cleveland Westside Connections.Peter TomGroup Leader, Cleveland Westside Connections

Mar 2014 - Present

Owner

Current
Peter Tom & Associates - Retirement Planning Group

I strive to assist clients in understanding where their money is and to help them devise a plan to make it work harder for them. My philosophy is that most clients have an abundance of risk with little or no return. As a result, I don’t focus on utilizing any form of securities (i.e. mutual funds, stocks, variable annuities, etc.) with my clients because I believe that the risk/return relationship has been inverted and does not provide enough value to my typical client; those whose primary goals are to:1) Have an obtainable retirement income they can’t outlive.2) Protect against any market loss so they have lower risks and stress levels 3) Reduce the wealth robbing effects of taxes now and in the future.As part of the process, I teach my clients about the 4 Enemies of Wealth and how they are robbing their future. Those 4 Enemies are 1) Taxation 2) Market Risks and Losses 3) Inflation 4) Interest paid to financial institutions. To learn more about safer ways of building up your retirement nest egg and being able to create tax free income, go to my website:http://www.mymoneysafety.comFor additional information, please feel free to call me at 440-384-2920 or via email me at mymoneysafety@gmail.com.

Nov 2001 - Present
2 education records

Peter Tom education

M.B.A., Finance And Marketing

Columbia Business School

Bachelor Of Engineering, Mechanical Engineering

Stevens Institute Of Technology
FAQ

Frequently asked questions about Peter Tom

Quick answers generated from the profile data available on this page.

What company does Peter Tom work for?

Peter Tom works for Peter Tom and Associates - Cost Recovery Solutions Group.

What is Peter Tom's role at Peter Tom and Associates - Cost Recovery Solutions Group?

Peter Tom is listed as Cost Recovery Solutions | Property Tax Audits | Cost Segregation Studies | Credit Card Processing Audits at Peter Tom and Associates - Cost Recovery Solutions Group.

Where is Peter Tom based?

Peter Tom is based in Greater Cleveland, United States while working with Peter Tom and Associates - Cost Recovery Solutions Group.

What companies has Peter Tom worked for?

Peter Tom has worked for Peter Tom And Associates - Cost Recovery Solutions Group, Cleveland Westside Connections, and Peter Tom & Associates - Retirement Planning Group.

How can I contact Peter Tom?

You can use AeroLeads to view verified contact signals for Peter Tom at Peter Tom and Associates - Cost Recovery Solutions Group, including work email, phone, and LinkedIn data when available.

What schools did Peter Tom attend?

Peter Tom holds M.B.A., Finance And Marketing from Columbia Business School.

What skills is Peter Tom known for?

Peter Tom is listed with skills including Leadership, Retirement Planning, Sales, Strategic Planning, Finance, Strategy, Insurance, and Management.

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